Professional Introductions

The vast majority of financial planning work we carry out is from personal recommendations from strategic business partners such as Accountants, Solicitors, Sports Agents and from existing clients.

Where the introducer's code of conduct allows we offer a share of commission or fees received from clients introduced.

We are always looking to expand our professional connections and we are always happy to discuss how we can help your clients and your business grow alongside ours.

What we offer:

Consultants with over 50 years experience in financial planning, UK qualified and with 30 of these years working overseas within the expat market.

The company has grown on the principles of putting our clients' needs first.

We use recognised and respected financial institutions to place investment business with and for peace of mind the recommended companies are based in one of the investor protected regions such as the Isle Of Man and The Channel Islands.

We never handle clients' money.

In the majority of cases we receive commissions from the companies we place business with and therefore do not charge our clients a fee for our service.

In the unusual occurrence of having to charge a fee this would be discussed and agreed before the outset of concluding business.

For further information either by email:

or by telephone  00 351 262 843 370